Member Service Representative

Self-Help Credit Union; San Jose (CA); On-site; USD 36,000 - 39,000; Full time

Job summary

Self-Help Credit Union in San Jose, CA is hiring a Member Service Representative to deliver outstanding service and support member accounts. You will engage with customers, process transactions, and help members navigate financial tools.

The ideal candidate is bilingual (English/Spanish), has cash handling experience, and a commitment to teamwork. Hourly pay ranges from $26.00 to $28.46, and Self-Help offers equal employment opportunities and a diverse, inclusive workplace.

Qualifications

• High School graduate or equivalent.
• Bilingual in English/Spanish required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Preference for teamwork and collaboration.

Responsibilities

• Identify and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM, and mail deposits. (Part of dual-control team).
• Perform other duties and projects as assigned.

Skills

Bilingual English/Spanish

Cash handling

Customer service

Teamwork and collaboration

Education

High School diploma

Job description

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

Job Description

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Member Service Representative to join our San Jose, CA Team!

WHAT You’ll Do

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM, and mail deposits. (Part of dual-control team.).
• Perform other duties and projects as assigned.

WHAT You’ll Need

• High School graduate or equivalent
• Bilingual in English/Spanish required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you!

Hourly Range: $26.00 - $28.46

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.